How to copy and paste an existing wishlist or estimate

Below is a link to a video that will show you how to copy and paste an existing wishlist or estimate to another subaccount or existing subaccount. Please note there are two ways of doing this task and the video shows a variation of the written instructions.  This feature will help save you time if you find yourself creating the same order over and over again under different customer accounts.

View video steps here!

Logged in as Sales Rep:

Once you are logged in and will bring up your estimate or wishlist.

Click on the hamburger menu (3 lines on the right side) and click on Copy

Select the where you are going to place the Copy and Update the List Type and List Name, if you need it to have a different name on the estimate or wishlist. It will then load to the main screen and the left side.